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  • When you first access Clients and Contacts, you will be taken to a screen that contains your recently viewed clients.  
  • This screen also allows you to search for other client clients you may be interested in.  
  • Clicking on Viewon edit icon will open the client record.
  • Selecting New Client will open the screen to add a new project client record.
  • Selecting Upload Clients will allow you to import client records via a csv file.

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FieldDescription
Client Name
  • Enter the name of the company or organization
  • Required field
Address
City
State
Postal Code 
  • Enter the street address, city, state and ZIP code for the client
  • Required Fields
Phone Number
  • Enter the client's phone number
  • This is a free form field
Status
  • When adding a new client, this will default to Active.
    • Other statuses include Inactive and Deleted.Comments
    • Enter any comments related to this client
    • This is a free form field
    Info
    titleNote for Customers with a Hybrid Model of MetaField

    Each client record has an optional field called External Id. For customers using MetaField in a hybrid model - using both Project Setup and an external ERP system - this field contains the id of the client in the ERP system. If the record is imported from your ERP system through the adapter you should do nothing with this field. If you are manually entering the client record either through the UI or an upload you should include the id of the client in the ERP system so that the adapter will associate the records in both systems.

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